Rate Lines created for Rate Model is not getting applied correctly on a Resource Plan

Aditi19 · ‎03-05-2020

Hello All,

I am setting up a Rate Model for various Resource Plans.

Rate Model :

Role-> User

Then I have set up the Rate Lines, where for various Users, I have given different Rates.

Once done, I created a Demand and under it, I created a Role-based Resource Plan and I am expecting to see the Planned Cost to be calculated based on the Rate Model that is attached to the Demand. Unfortunately, it is multiplying the Planned hours with $50( not sure where it is coming from) , checked all the related setups.

My requirement is that the Planned cost should be calculated based on the Rate Line associated with the Rate Model applied on the Demand.

Please help me.

Aditi

Miguel Donayre · ‎03-05-2020

It looks like your rate model is not working here. It's not finding any resources and it defaults to the $50 rate.

You need to change the Rate Model attribute entity from "resource plan" to "role" and "resource" and the leave the attribute field to "none". Please note if another resource has those rate lines you cant save it to that rate model. they should look like this

Also, make sure that the "rate line" are well populated and is correctly assigned. The resources plan pull from that list of resources when it does its calculation

I have a rate model with group -> role-> resource and it works just fine. I created your rate model and it would default to the $50 rate.

Here is a video on the rate model to help you understand how it works. I also added an attachment on Rate Model. I hope that helps you out!

View solution in original post

Aditi19 · ‎03-05-2020

Thank you Krishna, this is exactly what is happening, the Allocated cost is coming correctly based on the Rate Model, but the Planned cost is taking the

Requested hours * $50.

Can you please guide me how I can attach Resource to the Planned Cost part so that the Planned cost also comes correctly on the Resource plan.

Steps I followed:

As advised I have corrected my Rate Model,

2. Setup the Rate Lines accordingly

Step 3. Created Resource plan using the Rate Model created above, the Allocation hours is coming correctly based on the Rate Model, but Planned hours is incorrect.

Burhan2 · ‎08-16-2022

Hey @Aditi did u got solution for this i have same issue allocated cost coming right from rate model but planned cost same 50$

Aditi19 · ‎03-06-2020

Hi Miguel/Krishna,

Can you please help me fix the Planned Cost on Resource Plan. I have shared all the screen shots for your review.

Thank you

Aditi

Ceekay · ‎04-06-2021

Doesnt look like anyone had any luck with the use of Rate Models....I have tried several scenarios, Resource Plan, Project,Role, Resource etc. nothing seems to work when you define the resource plan. It just doesnt capture the rates defined in the Rate Lines but defaults to the $50 rate. So frustrating that ServiceNow has not been able to fix this issue

krishna301 · ‎04-07-2021

We saw many customers implemented RateModel without any hiccups.

Is any case not being addressed or basic case itself is not working. Can you please raise a case if anything is not working. Or share further details.